Salesforce Consultant
4 days ago
Role - Salesforce Consultant
Location - Pune
Experience - 3 to 8 years
- Gather and analyze business requirements for
Sales Cloud
(Leads, Opportunities, Forecasting, Pipeline Management) and
Service Cloud
(Case Management, Knowledge Base, Omni-Channel, CTI integrations). - Configure and customize Salesforce objects, workflows, process builders, validation rules, and flows.
- Implement and support features like
Lead Assignment, Opportunity Management, Sales Forecasting, Campaign Management, Service Console, Entitlements, SLAs, and Knowledge Articles
. - Develop Apex classes, triggers, Lightning components (LWC), and Visualforce pages where required.
- Integrate Salesforce with third-party systems (REST/SOAP APIs, middleware tools).
- Work closely with Sales, Service, and IT teams to ensure smooth CRM adoption.
- Conduct end-user training and create documentation for functional processes.
- Manage data migration, cleansing, and deduplication.
- Ensure compliance with Salesforce security model (Profiles, Roles, Permission Sets, Sharing Rules).
- Participate in Agile ceremonies (sprint planning, daily stand-ups, retrospectives) and ensure timely delivery.
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